Part-time Client Care Specialist (Branch Teller)

About the position

As a Client Care Specialist you'll display a high level of client service, provide a professional, prompt, and accurate banking experience and exemplify the department’s “sales, service, and operations” philosophy. You'll perform transactions and service requests in accordance with established policies and procedures, assess and respond to inquiries from both clients and internal and external business partners. You'll work on a team in a fast-paced environment that requires multitasking with accuracy, toggling between multiple systems and engaging clients, while responding to questions and/or communicating resolutions in an efficient and effective manner. As a key member of the team, you may be asked to proactively contact clients, review reporting, or perform other operational processes or controls. One of your key responsibilities is to set client expectations, recommend appropriate products and services, and mitigate risk by thoroughly researching and documenting client requests and escalating issues when appropriate. You'll exhibit excellent problem solving, functional communication, and technical skills, along with a drive for exceptional client service. Responsible for accurately and efficiently processing transactions, responding to client inquiries or requests with resourceful and effective client-centric communication, with a focus on assisting, researching, and resolving inquiries with professionalism, precision and care. Accept ownership of issues through resolution of all client inquiries either in-person or by using telephone, email, and written correspondence including any additional follow-up. Understand and respond to clients based on the urgency around time-critical situations and escalate issues to engage the appropriate internal resources in a timely manner when necessary. Meet or exceed service level standards including customer service, turn-around time, cross selling goals, risk management and regulatory compliance, audit soundness, and productivity and efficiency. Adhere to client verification procedures to validate/verify the identity of clients prior to releasing information and/or assisting with transactions. Provide support from general navigation to in-depth technical interfaces.

Responsibilities

• Display a high level of client service and provide a professional banking experience.
• Perform transactions and service requests in accordance with established policies and procedures.
• Assess and respond to inquiries from clients and business partners.
• Work in a fast-paced environment requiring multitasking and accuracy.
• Proactively contact clients and review reporting.
• Set client expectations and recommend appropriate products and services.
• Mitigate risk by researching and documenting client requests.
• Exhibit excellent problem solving and communication skills.
• Process transactions accurately and efficiently.
• Respond to client inquiries with effective communication.
• Accept ownership of issues and resolve client inquiries.
• Understand and respond to time-critical situations.
• Meet or exceed service level standards.
• Adhere to client verification procedures.

Requirements

• 1+ years of related experience in Customer Service, Branch Banking Operations, Treasury Management Service or similar field.
• High school diploma required.
• Entry level knowledge of general banking, loans, treasury management and other commercial banking products and services.
• Entry level knowledge of applicable regulatory and legal compliance obligations.
• Experience working in a call center or cash handling preferred.
• Advanced speaking and writing communication skills.

Benefits

• Competitive salaries.
• Ownership stake in the company.
• Medical and dental insurance.
• Time off.
• Great 401k matching program.
• Tuition assistance program.
• Employee volunteer program.
• Wellness program.